Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Also, a Licensed CPA firm, we are equipped to help your Small Business with your Accounting needs, as well as many other business services to help you increase profitability.

Click on any of the services below to visit our Tax planning, preparation, and Business services focused website.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Click to visit our Tax Preparation-focused services on our other website.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability

Click to visit our Tax Planning-focused services on our other website.

Small Business Services

Establish greater profitability and business efficiency! 

Click to visit our Small Business Services-focused information on our other website.

Should New York Metro College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn't helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future.And, of course, that is especially true of student loans.Now, much can be written about the explosion of student...

Allan Rolnick’s Tax Savings Strategies Stop Loaning The Government Your Money

The government doesn't need a loan from you... that's what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 --...

Allan J Rolnick’s Guide For Choosing An Executor Of Your Estate Plan

We love what we do. I'm not sure if it's always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our...

The First Thing You Need To Do

Why do I say this? Well, it’s my job to help people “ride out the storms” in their financial life. And I’ve noticed a very real difference between…

Allan Rolnick’s 6 Negotiation Tips To Get What You Want

Well, the brackets are set -- and the nation's collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no doubt know. But there is...

Filing Late On Taxes? You Might Actually Be Among New York Metro’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

Getting Your Mental State Out Of Fear And Anxiety By Allan Rolnick

I might be wrong, but I get the sense that many of my friends and clients in New York Metro are getting wiser about the dangers of our digital age.Because they are, indeed, quite real.There is a famous clip of an interview with NYT-bestselling author, and cultural...

Would The IRS Seize Your Personal Property In New York Metro?

With summer's end around the corner, the real estate selling season in New York Metro has been in full swing. I know that I have heard rumors of a slowdown, but local realtors certainly still seem to have their hands full. But speaking of real estate, let me make...

Allan Rolnick’s Seven Negative Results And Five Painful Consequences For Unfiled Tax Returns

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our New York Metro clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this...

Allan Rolnick’s 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!